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Why Investment Management at Lawson Kroeker is Different by Design

When it’s time to select an investment management firm, you’ll notice a difference at Lawson Kroeker. Why? One of the core reasons is that the Lawson Kroeker team maintains a deliberately smaller client base, across a focused, in-house team. We believe this result is greater client levels of confidence – and continued success over time.

Here’s what some of the leaders at Lawson Kroeker have to say about this philosophy:

Bruce Van Kooten, Portfolio Manager:

“Confidence means trusting your manager to take the steps to preserve and increase wealth over a time period. It’s asking yourself if your firm is doing the best they can for you, and if you’re comfortable with what they’re doing – and how they’re doing it.

Clients should consider asking themselves, ‘Do I believe that Lawson Kroeker as a firm is doing the best they can for me? Am I confident with what they’re doing and how they’re going about doing it?’

We definitely have the talent here within this firm. Any of us could probably be successful on Wall Street or on either coast but we choose to live and practice our profession here.”

Tom Sudyka, Portfolio Manager:

“One of the things that drew us back to Omaha from Wall Street careers was the opportunity to own our own firm. Being the owner, you get to drive the direction to take care of the clients. It’s an entirely different set-up than most of the firms we compete with. Here, in our mutual fund, we know who our investors are, and for our separately managed accounts we know our clients personally. We are the ones making the decisions, and not farming it out to somebody else to make the decisions.”

If you are looking into investment management options, we hope you’ll include Lawson Kroeker in your consideration. Take a look at this video that tells a little bit more about what makes Lawson Kroeker different than the typical investment management firm.

A better way

“It’s different here because you’re talking to the person who is selecting what you’re investing in. It’s a different set up than other firms. Here in our mutual fund, we know who our people are, and we are the ones making the decisions.” – Tom Sudyka, Portfolio Manager

Low-Pressure

“The firm is the right size to be closer with clients and offers well-considered investment advice. We can help clients achieve their goals and objectives because decisions are made in-house from our own team.”– Patrick Riordan, Director of Client Relations and Business Development

Our Story

“Being a smaller firm allows advisors to think much more long-term and to be patient for things to develop instead of rushing in. It creates an opportunity to gain clients’ trust and faith — and then it allows us the opportunity to actually carry those plans forward.” – Chad Clauser, Portfolio Manager

Your Success

“If the client has a smile on their face and if we’re helping them meet their goals …That’s the kind of competitiveness that drives all of us to win … For the client, not for an ad on TV.” – Tom Sudyka, Portfolio Manager

Long-Term

“I know first-hand the ideas the founders built the business upon – including a straightforward focus on long-term success.” – Edie Basch, Client Services Administrator/Operations

Good Advice

“We always told our clients and prospects that we planned on this being a permanent firm and others would come after us. They can count on the firm being around and consistent and staying the same. We keep it this way to preserve the philosophy, the approach and the culture.” – Ken Kroeker, Founder

What Matters Most

“This work can be fun. You do what you enjoy and there’s a service-minded philosophy. We look at several options together as a group and see what makes sense.” – Tom Sudyka, Portfolio Manager

Investment

“While there have certainly been changes in how investment management is handled, the path to success still looks a lot like it did in our beginnings. It’s consistent, focused and carefully considered.” –Bruce Van Kooten, Portfolio Manager

A better way

“It’s different here because you’re talking to the person who is selecting what you’re investing in. It’s a different set up than other firms. Here in our mutual fund, we know who our people are, and we are the ones making the decisions.” – Tom Sudyka, Portfolio Manager

Low-Pressure

“The firm is the right size to be closer with clients and offers well-considered investment advice. We can help clients achieve their goals and objectives because decisions are made in-house from our own team.”– Patrick Riordan, Director of Client Relations and Business Development

Our Story

“Being a smaller firm allows advisors to think much more long-term and to be patient for things to develop instead of rushing in. It creates an opportunity to gain clients’ trust and faith — and then it allows us the opportunity to actually carry those plans forward.” – Chad Clauser, Portfolio Manager

Your Success

“If the client has a smile on their face and if we’re helping them meet their goals …That’s the kind of competitiveness that drives all of us to win … For the client, not for an ad on TV.” – Tom Sudyka, Portfolio Manager

Long-Term

“I know first-hand the ideas the founders built the business upon – including a straightforward focus on long-term success.” – Edie Basch, Client Services Administrator/Operations

Good Advice

“We always told our clients and prospects that we planned on this being a permanent firm and others would come after us. They can count on the firm being around and consistent and staying the same. We keep it this way to preserve the philosophy, the approach and the culture.” – Ken Kroeker, Founder

What Matters Most

“This work can be fun. You do what you enjoy and there’s a service-minded philosophy. We look at several options together as a group and see what makes sense.” – Tom Sudyka, Portfolio Manager

Investment

“While there have certainly been changes in how investment management is handled, the path to success still looks a lot like it did in our beginnings. It’s consistent, focused and carefully considered.” –Bruce Van Kooten, Portfolio Manager